Managing contact preferences/opt-ins

Given the legislation around direct marketing, I think managing contact preferences could be made more straightforward and have automatic prompts/reporting to help segment for the purpose of contact preferences.

Firstly, a time stamp when an contact preference is recorded would be very useful and the source of the opt-in, all recorded under the contact preferences and with no need to use attributes.

Secondly, I know there are still big grey areas around the lifespan of an opt-in but, especially once this has been clarified, it would be great to have reports on supporters "with opt-ins", "no opt-ins" and "lapsing opt-ins" with various breakdowns by contact type/channel (or at the least, we could set our own criteria for what we define as a lapsing opt-in). This way we would be able to view at any time who we need to re-engage prior to losing the authorisation to contact.

  • Guest
  • Nov 8 2016
Constituent record
  • Attach files
  • Mark Baynham commented
    July 03, 2017 14:04

    On the proposed use of Attributes to capture, record and track consent (and preferences) and changes of consent:

    1. While this appears workable, it potentially creates difficulties for the user wanting to view other attributes on screen. Using ‘zChanges’ to push changes to the bottom of the list will help, but maybe ‘xConsent’ and ‘yPreferences’ will be needed as well?
    2. If consent will be used mostly for running queries (for mailings), perhaps a hide/unhide toggle switch or filter would be useful?
    3. Better still, why not create a new tab just for consent (and preferences)?
    4. Closer integration with Online Express (OLX) would help too – currently, data from OLX email runs can only update the Appeals tab, not Attributes, so opt-outs will still need to be processed separately.
    Attachments Open full size

Related ideas